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Disclosery

Corient Private Wealth LP: ZION position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Corient Private Wealth LP on ZION, newest first. How the timeline and the estimate are built.

Corient Private Wealth LP held 275,354 ZION shares at 2026-06-30 per its 13F-HR/A filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 275,354 shares
    Change vs previous 13F +17,642 shares

    0.03% of the 13F portfolio, value $19,051,789.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 257,712 shares
    Change vs previous 13F +108,893 shares

    0.02% of the 13F portfolio, value $14,666,448.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 148,819 shares
    Change vs previous 13F +14,601 shares

    0.01% of the 13F portfolio, value $8,715,032.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 134,218 shares
    Change vs previous 13F +4,418 shares

    0.01% of the 13F portfolio, value $7,594,072.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 129,800 shares
    Change vs previous 13F -6,432 shares

    0.01% of the 13F portfolio, value $6,741,791.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 136,232 shares
    Change vs previous 13F -1,315 shares

    0.01% of the 13F portfolio, value $6,792,656.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 137,547 shares
    Change vs previous 13F -21,314 shares

    0.01% of the 13F portfolio, value $7,462,003.

    13F-HR 0001172661-25-000608 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 158,861 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $7,501,436.

    13F-HR 0001172661-24-004574 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).